Telos Capital Advisors

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Description

  • We are a lower middle market Investment Banking firm providing privately held businesses with sell-side representation, merger and acquisition advisory and debt and equity capital raising representation. As past business owners, private equity investors and operators, we optimize our clients positioning in market and find the right buyer/partner/capital provider for them. We have the experience and knowledge of the market to bring their company to market and manage the process to their telos - their ultimate objective. Our sell-side clients are typically founders or owners whose companies have EBITDA (cash flow) of $2 million or more per year. They want to enter a new phase of their life even if they want to remain a partial owner and active in the business. They seek to diversify their assets, reduce their risk in the business, and reduce their involvement and responsibilities. Our merger and acquisition advisory clients do not need full representation. Possibly they have received an offer to sell or they want to make an acquisition. In either case they recognize the value of having a third party financial advisor with the experience and market knowledge to help guide them to a successful outcome.Raising debt or equity capital requires constant involvement in the ever-changing marketplace and strong relationships with providers of all stripes. We serve established companies with a history of revenue and profit, even if they are currently experiencing challenges. We do not raise capital for start-ups or early stage companies. Our clients use the capital to fund growth, acquisitions, dividend recapitalizations to diversify their assets and risk, buying out shareholders or partners, replace an existing creditor with a desire to leave, and many other reasons.
  • location

    Headquarters:2500 Dallas Parkway Suite 530, Plano, Texas, United States

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  • Telos Capital Advisors phone

    Phone Number: +1 214-473-4720

  • Telos Capital Advisors website

    Website: https://www.teloscap.com

  • Telos Capital Advisors employees

    Employees:3

  • Telos Capital Advisors revenue

    Revenue:$1 - 10M

  • Telos Capital Advisors legal name

    Legal Name:Telos Capital Advisors

  • Telos Capital Advisors's Social Media

    Telos Capital Advisors linkedin
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  • |  NAICS Code: 531110  |

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Person level website identification

Director for Telos Capital Advisors

Bob Lutz

Director

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View Employees

Bob Lutz

Director

Robert Rough

Managing Director

Nicholas Renna

Director Of Business Development

Yola Portnoy

Director - Mergers And Acquisitions

Frequently Asked Questions regarding Telos Capital Advisors

  • Where are Telos Capital Advisors's Headquarters?

    Telos Capital Advisors's Headquarters are in 2500 Dallas Parkway Suite 530,Plano,Texas,United States

  • What is Telos Capital Advisors's phone number?

    Telos Capital Advisors's phone number is +1 214-473-4720

  • What is Telos Capital Advisors's official website?

    Telos Capital Advisors's official website is https://www.teloscap.com

  • What is Telos Capital Advisors's Revenue?

    Telos Capital Advisors's revenue is $1 - 10M

  • What is Telos Capital Advisors's NAICS code?

    Telos Capital Advisors's NAICS code is 531110

  • How many employees are working in Telos Capital Advisors

    Telos Capital Advisors has 3 employees

  • What is Telos Capital Advisors's Industry?

    Telos Capital Advisors is in the industry of Investment Banking

  • Who is Telos Capital Advisors's Director?

    Telos Capital Advisors's Director is Bob Lutz

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